Salesforce Essentials + The Leap

Add new The Leap leads to Salesforce Essentials campaigns effortlessly

When a new lead arises in The Leap app, this workflow promptly ensures their addition to a campaign in your Salesforce Essentials. This seamless connection not only eliminates the need for manual data entry but also facilitates a swift response to new leads, enhancing your customer management efficiency. With this automatic process, you can streamline lead management and improve your marketing efforts.

When a new lead arises in The Leap app, this workflow promptly ensures their addition to a campaign in your Salesforce Essentials. This seamless connection not only eliminates the need for manual data entry but also facilitates a swift response to new leads, enhancing your customer management efficiency. With this automatic process, you can streamline lead management and improve your marketing efforts.

  1. When this happens...
    The LeapThe Leap
    New Lead Hook

    Triggers when a new user signs up for a lead magnet.

    TriggerInstant
  2. automatically do this!
    Salesforce EssentialsSalesforce Essentials
    Add Contact to Campaign

    Adds an existing contact to an existing campaign.

    ActionWrite
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Supported triggers and actions

  • The Leap triggers, actions, and search

    New Lead Hook

    Triggers when a new user signs up for a lead magnet.

    Trigger
    Instant
    Try It
  • Salesforce Essentials triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
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salesforce-essentials logo

About Salesforce Essentials

Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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the-leap logo

About The Leap

The Leap empowers creators to own their audience through selling easily made digital products.

Related categories

  • AI Tools